See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,265 | $93,346-70.8% | $71,796-62.0% | $273,961-90.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 4.20% | 130.39%-126.2pp | 78.04%-73.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,778 | $2,733+1.6% | $1,924+44.3% | $4,869-42.9% |
| Participant deferral / active EE | $2,074 | $3,475-40.3% | $2,794-25.8% | $5,287-60.8% |
| Admin fee / account holder | $2,648 | $6,571-59.7% | $4,815-45.0% | $10,132-73.9% |